SageGuard Financial Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-16,397
Closed -$2.07M 133
2021
Q2
$2.07M Sell
16,397
-1,764
-10% -$222K 0.94% 27
2021
Q1
$2.12M Sell
18,161
-1,935
-10% -$225K 0.98% 27
2020
Q4
$2.28M Buy
+20,096
New +$2.28M 1.1% 21